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Side-by-side financial comparison of BALCHEM CORP (BCPC) and COHEN & STEERS, INC. (CNS). Click either name above to swap in a different company.
BALCHEM CORP is the larger business by last-quarter revenue ($270.7M vs $143.8M, roughly 1.9× COHEN & STEERS, INC.). COHEN & STEERS, INC. runs the higher net margin — 24.3% vs 14.9%, a 9.4% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (8.1% vs 2.9%). BALCHEM CORP produced more free cash flow last quarter ($33.8M vs $-126.4M). Over the past eight quarters, COHEN & STEERS, INC.'s revenue compounded faster (8.3% CAGR vs 7.5%).
Balchem Corp is a global specialty chemicals and nutritional ingredients provider that develops, manufactures and distributes application-specific products for human nutrition, animal health, pharmaceutical and industrial end markets, serving customers across North America, Europe and Asia Pacific.
Cohen & Steers is an American investment management company. It focuses on investments in real estate securities via real estate investment trusts (REIT) and alternative income via preferred securities.
BCPC vs CNS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $270.7M | $143.8M |
| Net Profit | $40.3M | $34.9M |
| Gross Margin | — | — |
| Operating Margin | 20.5% | 28.0% |
| Net Margin | 14.9% | 24.3% |
| Revenue YoY | 8.1% | 2.9% |
| Net Profit YoY | 8.7% | -23.9% |
| EPS (diluted) | $1.25 | $0.67 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $270.7M | — | ||
| Q4 25 | $263.6M | $143.8M | ||
| Q3 25 | $267.6M | $141.7M | ||
| Q2 25 | $255.5M | $136.1M | ||
| Q1 25 | $250.5M | $134.5M | ||
| Q4 24 | $240.0M | $139.8M | ||
| Q3 24 | $239.9M | $133.2M | ||
| Q2 24 | $234.1M | $121.7M |
| Q1 26 | $40.3M | — | ||
| Q4 25 | $39.2M | $34.9M | ||
| Q3 25 | $40.3M | $41.7M | ||
| Q2 25 | $38.3M | $36.8M | ||
| Q1 25 | $37.1M | $39.8M | ||
| Q4 24 | $33.6M | $45.8M | ||
| Q3 24 | $33.8M | $39.7M | ||
| Q2 24 | $32.1M | $31.8M |
| Q1 26 | — | — | ||
| Q4 25 | 35.6% | — | ||
| Q3 25 | 35.7% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 36.0% | — | ||
| Q3 24 | 35.6% | — | ||
| Q2 24 | 35.5% | — |
| Q1 26 | 20.5% | — | ||
| Q4 25 | 19.8% | 28.0% | ||
| Q3 25 | 20.4% | 34.5% | ||
| Q2 25 | 20.1% | 31.8% | ||
| Q1 25 | 20.4% | 33.6% | ||
| Q4 24 | 19.8% | 35.3% | ||
| Q3 24 | 20.0% | 33.7% | ||
| Q2 24 | 19.6% | 31.5% |
| Q1 26 | 14.9% | — | ||
| Q4 25 | 14.9% | 24.3% | ||
| Q3 25 | 15.1% | 29.4% | ||
| Q2 25 | 15.0% | 27.1% | ||
| Q1 25 | 14.8% | 29.6% | ||
| Q4 24 | 14.0% | 32.8% | ||
| Q3 24 | 14.1% | 29.8% | ||
| Q2 24 | 13.7% | 26.1% |
| Q1 26 | $1.25 | — | ||
| Q4 25 | $1.21 | $0.67 | ||
| Q3 25 | $1.24 | $0.81 | ||
| Q2 25 | $1.17 | $0.72 | ||
| Q1 25 | $1.13 | $0.77 | ||
| Q4 24 | $1.03 | $0.89 | ||
| Q3 24 | $1.03 | $0.77 | ||
| Q2 24 | $0.98 | $0.63 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $72.9M | $145.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.3B | $562.0M |
| Total Assets | $1.7B | $876.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $72.9M | — | ||
| Q4 25 | $74.6M | $145.5M | ||
| Q3 25 | $65.1M | $98.1M | ||
| Q2 25 | $65.4M | $95.4M | ||
| Q1 25 | $49.9M | $65.2M | ||
| Q4 24 | $49.5M | $183.0M | ||
| Q3 24 | $73.7M | $106.5M | ||
| Q2 24 | $63.7M | $122.0M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $562.0M | ||
| Q3 25 | $1.3B | $550.3M | ||
| Q2 25 | $1.3B | $528.5M | ||
| Q1 25 | $1.2B | $507.7M | ||
| Q4 24 | $1.1B | $511.7M | ||
| Q3 24 | $1.2B | $491.0M | ||
| Q2 24 | $1.1B | $463.2M |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $876.7M | ||
| Q3 25 | $1.7B | $801.6M | ||
| Q2 25 | $1.7B | $751.0M | ||
| Q1 25 | $1.6B | $834.9M | ||
| Q4 24 | $1.6B | $812.4M | ||
| Q3 24 | $1.6B | $727.8M | ||
| Q2 24 | $1.6B | $784.1M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $40.1M | $-120.4M |
| Free Cash FlowOCF − Capex | $33.8M | $-126.4M |
| FCF MarginFCF / Revenue | 12.5% | -87.9% |
| Capex IntensityCapex / Revenue | 2.3% | 4.2% |
| Cash ConversionOCF / Net Profit | 0.99× | -3.45× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-253.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $40.1M | — | ||
| Q4 25 | $67.3M | $-120.4M | ||
| Q3 25 | $65.6M | $55.1M | ||
| Q2 25 | $47.3M | $-67.6M | ||
| Q1 25 | $36.5M | $-108.9M | ||
| Q4 24 | $52.3M | $96.7M | ||
| Q3 24 | $51.3M | $25.6M | ||
| Q2 24 | $45.0M | $31.4M |
| Q1 26 | $33.8M | — | ||
| Q4 25 | — | $-126.4M | ||
| Q3 25 | — | $52.6M | ||
| Q2 25 | — | $-69.8M | ||
| Q1 25 | — | $-110.0M | ||
| Q4 24 | — | $85.0M | ||
| Q3 24 | — | $24.2M | ||
| Q2 24 | — | $27.1M |
| Q1 26 | 12.5% | — | ||
| Q4 25 | — | -87.9% | ||
| Q3 25 | — | 37.1% | ||
| Q2 25 | — | -51.3% | ||
| Q1 25 | — | -81.8% | ||
| Q4 24 | — | 60.8% | ||
| Q3 24 | — | 18.2% | ||
| Q2 24 | — | 22.3% |
| Q1 26 | 2.3% | — | ||
| Q4 25 | — | 4.2% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 8.3% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 3.5% |
| Q1 26 | 0.99× | — | ||
| Q4 25 | 1.72× | -3.45× | ||
| Q3 25 | 1.63× | 1.32× | ||
| Q2 25 | 1.23× | -1.84× | ||
| Q1 25 | 0.98× | -2.74× | ||
| Q4 24 | 1.56× | 2.11× | ||
| Q3 24 | 1.52× | 0.65× | ||
| Q2 24 | 1.40× | 0.99× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
